Microsoft Dynamics CRM (For use with Dynamics version 8)New Opportunity

Then do this...

SellfCreate Deal

Sometimes you want to track deals between apps. Whenever you do, this automation can save you the trouble of double entry. After it's been activated, Zapier will capture every new opportunity you add on Microsoft Dynamics CRM and add them as new deals on Sellf.

Add new MS Dynamics contacts as people on Sellf

Sometimes you need to migrate contacts between apps, others it's useful to have them replicated. Either way, this automation can save you the trouble of double entry. After it's been activated, Zapier will capture every new contact you add on Microsoft Dynamics CRM and add them as new people on Sellf with every detail you need to carry over.

How this Microsoft Dynamics-Sellf integration works

A new contact is created on Microsoft Dynamics CRM

Zapier automatically creates a new person on Sellf

Apps involved

Add MS Dynamics leads for new people on Sellf

If you use Sellf as your CRM, and Microsoft Dynamics CRM for your sales pipeline, keep all of your contacts organized using this Zap. It sends Sellf people to Microsoft Dynamics CRM as leads, so there's no confusion about where each of your customers stands.

Note: This Zapier integration doesn't export already registered people to Dynamics, only new people after you've set it up.

How this Sellf-Microsoft Dynamics integration works

You add a new person to your Sellf account

Zapier adds that person to your Microsoft Dynamics CRM account as a new lead

Apps involved

Add deals to Sellf for new MS Dynamics opportunities

Sometimes you want to track deals between apps. Whenever you do, this automation can save you the trouble of double entry. After it's been activated, Zapier will capture every new opportunity you add on Microsoft Dynamics CRM and add them as new deals on Sellf.